Legacy Financial Strategies, LLC

Financial Advisor in Chatham County, GA

Firm Info
Address: 315 Commercial Dr, Savannah, GA 31406, USA
Phone: (912) 228-4558

Firm Size
Assets Under Management: $527.4 million
# of Advisors: 10
# of Clients: 1,713
Client to Advisor Ratio: 171:1
Average Account Size: $307,896
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Legacy Financial Strategies, LLC Overview

Legacy Financial Strategies, LLC is a fee-only registered investment advisory firm that has been in business for five years. The firm's headquarters is based in Leawood, KS, and it specializes in providing investment advice only. The fee arrangement is transparent and straightforward, with the firm earning compensation only based on the services that it provides. This provides a level of trust that clients may not receive with commission-based financial advisors. The firm's core services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Legacy Financial Strategies, LLC provides personalized investment solutions that help clients meet their financial goals. The firm's investment advisors use their extensive knowledge and experience to craft customized portfolios that are tailored to each client's risk tolerance, financial objectives, and long-term goals. Pension consulting services cater to businesses that need help in establishing or improving their retirement accounts, ensuring that their employees are financially secure. In summary, Legacy Financial Strategies, LLC is an investment advisory firm that provides fee-only investment advice. The firm has been in business since 2016 and is headquartered in Leawood, KS. It specializes in financial planning, portfolio management, and pension consulting services for individuals and small businesses. The firm's investment advisors provide personalized investment solutions, ensuring that each client can reach their goals and achieve long-term financial security.

Legacy Financial Strategies, LLC caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Its team of professionals is equipped to cater to the personalized financial needs of each client. Whether one requires investment planning, retirement planning, estate planning, risk management, or tax planning, the team at Legacy Financial Strategies provides expert advice tailored to each particular circumstance. The fee structure at Legacy Financial Strategies features flexibility to accommodate the specific needs of each client. The firm offers a range of fee structures, including a percentage of assets under management (AUM), an hourly rate, or fixed fees. Clients who require ongoing management of their investments may opt for the percentage-of-AUM fee structure, while those who only need occasional consultation may prefer the hourly or fixed fees. Additionally, fixed fees are popular amongst clients seeking budget-certainty. The experts at Legacy Financial Strategies are dedicated to providing unsurpassed financial services for their clients with fees that remain competitive in the industry.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Legacy Financial Strategies, LLC is $250,000, as stated in their Part 2 Brochure note about investment minimums. This means that clients must invest at least $250,000 in order to establish a new advisory account with Legacy Financial Strategies. The brochure does not mention any exceptions to this minimum investment requirement, so it is safe to assume that all clients must meet this threshold in order to work with the firm.

How This Office Can Help Chatham County, GA Residents

Legacy Financial Strategies, LLC is a company that provides financial planning services to clients in Chatham County, GA. The firm has a team of financial planners who work closely with their clients to create a personalized financial plan that meets their specific needs and goals. The company specializes in a wide range of areas including retirement planning, estate planning, tax planning, investment management, and insurance planning. Residents in Chatham County, GA often face unique financial challenges given its economic and demographic trends. Many households in the area have a high median income, but struggle with high living costs, low savings rates, and high debt. Additionally, residents may also face challenges due to significant life changes, such as job loss, divorce, or retirement. Legacy Financial Strategies, LLC assists clients in Chatham County by providing tailored solutions that address these challenges and help them achieve financial stability and wealth building. They provide comprehensive financial plans which are designed to help clients make decisions that have a long-term positive impact on their financial well-being.

To view the Minimum Investment and Fee Schedule for Legacy Financial Strategies, LLC, visit their Part 2 Brochure.

Services Offered by Legacy Financial Strategies, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Legacy Financial Strategies, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 315 Commercial Dr, Savannah, GA 31406, USA
Phone (912) 228-4558
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 11300 TOMAHAWK CREEK PARKWAY, SUITE 190, LEAWOOD, KS 66211, United States

This firm has no other locations.

State Registrations

Legacy Financial Strategies, LLC is registered to service clients in the following states:

  • Arizona
  • Florida
  • Kansas
  • Missouri
  • Nebraska
  • New Jersey
  • New York
  • Texas

Disciplinary History

Legacy Financial Strategies, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs